+29.3%
AQWA vs VOO
+100.3%
-71.1%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.7% | -0.4% |
| 7D | -2.8% | -0.8% | -2.0% | -2.2% |
| 30D | -6.4% | -1.1% | -5.3% | -5.6% |
| 3M | -1.6% | +3.9% | -5.5% | -4.3% |
| 6M | -4.9% | +13.6% | -18.5% | -13.5% |
| YTD | -1.8% | +12.7% | -14.5% | -10.3% |
| 1Y | -5.0% | +17.6% | -22.5% | -15.9% |
| 3Y | +27.9% | +77.3% | -49.4% | -18.6% |
| 5Y | +15.4% | +84.1% | -68.7% | -30.2% |
| All | +29.3% | +100.3% | -71.1% | -26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling